2023 Form 5500 filing — Mo-Kan Teamsters Health & Welfare Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015195507NAL0029542433004) for Mo-Kan Teamsters Health & Welfare Fund, reported by Mo-Kan Teamsters Health And Welfare Fund under EIN 43-6124888 and plan number 501. It reports 644 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195507NAL0029542433004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Mo-Kan Teamsters Health And Welfare Fund
- EIN
- 43-6124888
- Plan number
- 501
- Location
- Kansas City, MO
- Participants
- 644
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,517,698
- Total liabilities (EOY)
- $1,180,446
- Net assets (EOY)
- $13,337,252
- Employer contributions
- $9,369,051
- Participant contributions
- $849,541
- Total income / additions
- $11,209,307
- Benefits paid
- $9,950,752
- Administrative expenses
- $959,027
- Total expenses
- $10,909,779
- Net increase / (decrease)
- $299,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corp | THIRD PARTY ADMINISTRATOR | $327,068 | not reported in the loaded dataset |
| Blue Cross Blue Shield | PPO | $206,592 | not reported in the loaded dataset |
| Segal Consulting | PLAN CONSULTANT | $164,906 | not reported in the loaded dataset |
| Arnold, Newbold, Sollars & Hollins | FUND LEGAL COUNSEL | $114,179 | not reported in the loaded dataset |
| Construction Benefit Audit Corp | NONE | $38,201 | not reported in the loaded dataset |
| Cvs Caremark | NONE | $35,011 | $0 |
| Commerce Trust Co | NONE | $22,671 | not reported in the loaded dataset |
| Anders Cpas + Advisors | FUND AUDITOR | $17,000 | not reported in the loaded dataset |
| Iron Mountain | NONE | $13,204 | not reported in the loaded dataset |
| Segal Marco Advisors | INVESTMENT CONSULTANT | $7,500 | not reported in the loaded dataset |
| Absolute Solutions | NONE | $7,245 | not reported in the loaded dataset |
| Business Health Coalition | NONE | $5,500 | not reported in the loaded dataset |